+71.1%
RPRX vs EQH
+102.2%
-31.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.5% |
| 7D | -8.4% | +0.7% | -9.1% | -8.5% |
| 30D | -0.6% | +2.8% | -3.5% | -1.1% |
| 3M | +6.4% | +23.1% | -16.7% | +2.7% |
| 6M | +26.6% | +41.4% | -14.8% | +19.0% |
| YTD | +53.8% | +14.3% | +39.5% | +49.4% |
| 1Y | +62.8% | +1.6% | +61.2% | +61.4% |
| 3Y | +118.0% | +102.7% | +15.3% | +79.2% |
| All | +71.1% | +102.2% | -31.2% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EQH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling